# WealthX

> WealthX (บริษัทหลักทรัพย์ เวลท์เอกซ์ จำกัด / WealthX Securities Company Limited) is a Thai
> securities firm and mutual-fund distribution platform, part of บมจ. แอลทีเอ็มเอช (LTMH) and
> ลงทุนแมน. It holds securities business licences ลข-0169-01 and ลง-0169-01 from Thailand's
> Ministry of Finance. Retail and juristic investors buy, sell, switch and DCA Thai mutual funds
> — including funds that invest globally and tax-deductible funds — through the WealthX mobile
> app. This website is the public marketing, fund-data and help-content surface; account opening
> and order placement happen in the app. All page content is in Thai.

Highlight features, as WealthX presents them under "สิ่งที่ทำให้ WealthX แตกต่าง" (what makes
WealthX different):

- **กองทุนพิเศษ SERIES X™** — exclusive funds available only through WealthX, selected for very low management fees or for characteristics not otherwise available in Thailand.
- **WealthX Prime** — every fund purchase earns X-REBATE: part of the purchase fee is returned automatically as free TLWORLD-X fund units, at a rate that rises with the member's Prime tier.
- **DYNAMIC DCA™** — automatically scales each DCA instalment to market conditions: larger when prices are low to accumulate more, smaller when prices are high to control risk.
- **YIELDTECH™** — automated monthly redemptions that turn a portfolio into tax-free recurring income, choosing between drawing down capital or preserving it.
- **PICKTECH™** — screens for funds that consistently lead their peer group on performance.
- **PORTTECH™** — builds thematic portfolios, selecting funds and allocations to match the investor's interests, goals and risk tolerance.
- **จัดพอร์ตลดหย่อนภาษี** — tax-deduction portfolios that combine growth potential with Thai tax relief.
- **NAVTECH™** — measures portfolio return from the NAV of every fund held, for a precise and comparable overall figure.
- **PORTCHECK™** — monitors portfolio health and asset weights, alerts on drift from plan, and calculates the rebalance automatically.
- **TRIGGERTECH™** — converts a target percentage into a target NAV, then alerts or places the buy/sell order automatically when it is reached.
- **SWITCHTECH™** — continuously switches money from a source fund into a target fund automatically, without manual switch orders.

## What WealthX offers

- [หน้าแรก (Home)](https://www.wealthx.co/): Overview of the platform — "ลงทุนทั่วโลก ภาษีคุ้ม ค่าธรรมเนียมต่ำ" (invest globally, tax-efficient, low fees), custody arrangements (all client assets held with a trustee, typically a major Thai commercial bank), and the list of asset management companies (บลจ.) whose funds are distributed.
- [ทำไมต้อง WealthX (Why WealthX)](https://www.wealthx.co/why-wealthx): Full explanation of each highlight feature listed above, plus the onboarding pitch (fast sign-up, quick identity verification, portfolio tracking with tailored next-step suggestions) and the fund categories offered — equity, tax-saving, money market, fixed income, commodity, and others such as balanced and property/REIT funds.
- [ดาวน์โหลดแอป (Get the app)](https://www.wealthx.co/getapp): Links to the WealthX iOS and Android apps.

## Funds and privileges

- [WealthX Prime](https://www.wealthx.co/prime): The loyalty programme for investors holding funds on WealthX. Membership has seven tiers — X0.1, X0.5, X1, X2, X5, X10 and X50 — each entered by holding a set total value of funds on the platform, X0.1 being the entry tier and X50 the highest. Every fund purchase earns X-REBATE: a percentage of the purchase fee returned automatically as free TLWORLD-X fund units, at a rate that rises with the tier and rises further once the member has made more than three consecutive DCA purchases. X-REBATE is capped at 0.2% of the invested amount under the rules of the Association of Investment Management Companies. The programme also includes an in-person wealth advisory service. This page holds the current tier thresholds and rebate rates; the binding terms are at https://www.wealthx.co/terms/wealthx-prime.
- [SeriesX](https://www.wealthx.co/seriesx): Exclusive funds available only through WealthX or the issuing AMC's own channels, selected for management fees far below their peer groups; the page carries the current lineup, each fund's fee level and any running fee promotions. Investing in global assets through a Thai mutual fund structure rather than directly also avoids up to 35% foreign share tax and up to 40% US estate tax.

Individual fund pages live under `/funds/`, keyed by fund code — for example
`/funds/TLWORLD-X`. Each page carries NAV and AUM, trailing returns
(1W/1M/3M/6M/YTD/MAX), asset and top-holdings breakdown, order cut-off times and settlement
period (T+n), WealthX minimum first and subsequent purchase amounts, and the full fee schedule
(management, trustee, registrar, total expense ratio, and WealthX buy/sell/switch fees). There
are several thousand fund pages and availability changes as funds launch and close, so the
authoritative list of live fund URLs is the sitemap below rather than an enumeration here.

## Help centre

- [ศูนย์ช่วยเหลือ (Help Centre)](https://www.wealthx.co/help-center): FAQ hub in four sections — เริ่มต้นการใช้งาน (getting started), บัญชีลงทุน (investment accounts), การซื้อ ขาย สับเปลี่ยน DCA (buying, selling, switching, DCA) and ปัญหาทางเทคนิค (technical problems). Covers the two account levels (level 1 for browsing fund data, level 2 for investing, available to both individuals and juristic persons), NDID identity verification and each bank's eligibility requirements, the documents a juristic-person account requires, deposits and withdrawals, order cut-off times and redemption settlement.
- [คู่มือการลงทุน (Investment Handbook)](https://www.wealthx.co/help-center/investment-handbook): Downloadable investment handbooks published per asset management company, filterable by fund type — general funds, RMF, SSF, SSFX, ThaiESG, ThaiESGX and LTF.
- [เกี่ยวกับการลดหย่อนภาษี (Tax Manual)](https://www.wealthx.co/help-center/tax-manual): Directory of every AMC WealthX distributes, with the channel for requesting a tax-fund certificate (หนังสือรับรองกองทุนภาษี) and for exercising tax-deduction rights, plus each AMC's phone number, email and address.

## Company

- [เกี่ยวกับเรา (About Us)](https://www.wealthx.co/about-us): Company story, vision (to be Thailand's leading wealth-management technology provider), mission, the three operating principles — Transparency with Purpose, Sustainability First Always, Suggest Without Overwhelming — and the board of directors. Each director has a profile page at `/committee/{slug}` carrying their education, director training and career history. Contact: contact@wealthx.co, LINE @wealthx, 02-666-9477 (Mon–Fri 09:00–17:00). Registered office: 518/5 Maneeya Center, 7th floor, Ploenchit Road, Lumphini, Pathumwan, Bangkok 10330.
- [ข่าวสารและอัปเดต (Announcements)](https://www.wealthx.co/announcements): Fund and platform announcements — AMC notices, fund IPO openings and closings, fee promotions and market commentary. Individual announcements live at `/announcements/{id}`.
- [แนวทางการใช้แบรนด์ (Brand guidelines)](https://www.wealthx.co/brand): How the WealthX brand, logo and naming should be used.

## Optional

- [Sitemap](https://www.wealthx.co/sitemap.xml): Complete list of indexable URLs, including every live fund page, announcement and director profile.
- [นโยบายความเป็นส่วนตัว (Privacy Policy)](https://www.wealthx.co/privacy)
- [นโยบายคุกกี้ (Cookie Policy)](https://www.wealthx.co/cookies)
- [ข้อกำหนดและเงื่อนไขโครงการ WealthX Prime (Prime terms and conditions)](https://www.wealthx.co/terms/wealthx-prime)